SPECIAL ADVERTISING SECTION
W E A LT H M A N A G E R S
Independent Wealth Management, LLC HIGHLIGHTS We start with your goals We develop a plan for your success
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We implement your plan and suggest changes when needed
YEAR WINNER Left to right: Clayton Chapman; Six-year winner Stacey S. Hyde, CPA, CFA, CFP®; Four-year winner Hulon O. Warlick, CRC®; Six-year winner Hugh “Hank” Parks, CFP®
C O N TA C T
Independent Wealth Management is more than a name — it’s a commitment. We help you establish the foundation for your financial freedom — as uniquely defined by your dreams and objectives. Our core values guide us as we guide you: We treat you as we wish to be treated; we know you and your goals; we treat you as a person, not a portfolio balance; and we empower you to feel confident about your decisions and your financial future.
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5050 Poplar Avenue, Suite 2200 • Memphis, TN 38157 Phone: 901-844-0382 • info@i-wmonline.com • www.i-wmonline.com
Facebook: @IndependentWealthManagement
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Not FDIC Insured, No Bank Guarantee, May Lose Value. Wealth Manager Award Winner
The Bilsky Bridgmon Group at Morgan Stanley A Culture of Excellence With a Local Address Successful people are often the busiest. The day-to-day demands of careers and family usually leave little time to focus on investments and financial planning. That’s where we come in. We help organize the financial affairs of wealthy individuals and families who want to enjoy a quality life, retire comfortably and leave a lasting legacy while not running out of money over their lifetimes. Your wealth plan should keep up with the changing circumstances of your life, as well as with the cycles in the financial markets. 2012 – 2017 Five Star Wealth Manager award winner Becky Bridgmon and 2012 – 2017 Five Star Wealth Manager award winner Stanley Bilsky.
• Results driven, not product driven • Investing for your life and your legacy • Aiming to protect what you worked hard to earn
C O N TA C T 6410 Poplar Avenue, Suite 600 • Memphis, TN 38119 Office: 901-766-6129 • becky.bridgmon@morganstanley.com stanley.bilsky@morganstanley.com www.morganstanleyfa.com/thebilskybridgmongroup.com
6 YEAR
WINNER Left to right: Six-year winners Stanley Bilsky, CIMA®, Senior Vice President, Wealth Advisor, and Becky Bridgmon, CFP®, Vice President, Financial Advisor,
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S. Investment Management Consultants Association, Inc. owns the marks CIMA® and Certified Investment Management AnalystSM (with graph element). ©2017 Morgan Stanley Smith Barney LLC. Member SIPC. Wealth Manager Award Winner
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 400 Memphis wealth managers were considered for the award; 52 (13 percent of candidates) were named 2017 Five Star Wealth Managers.
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